Create a Segment

Mia Pfluger Updated by Mia Pfluger

Tip: In order to create a segment, you will need to create Onboarding Polls in your Discussion Guide first.
  1. Once you have created onboarding polls, go to Segments
  2. Click Create Segment
  3. Enter a name for your new segment
  4. Click + next each of the variables to include in the segment.

Note: When adding multiple options within a single poll question, 'Or' logic will be used and for segments that use multiple polls questions, 'And' logic will be used.
Note: You can also create and modify segments during or after the live conversation. From the "live" conversation page click segments at the top of the page. The functionality is the same as in the pre-conversation builder

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What is a Segment?

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